Filed October 26, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $188,570 |
PRITCHARD & JERDEN, INC1 year Filed as: PRITCHARD & JERDEN, INC. Service code 27 · EIN 58-1036724 | Advisory (Plan) | $21,798 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,648 | $329,111-88.6% | $70,014-46.2% | $329,111-88.6% |
| Participation rate | 73.7% | 67.9%+5.9pp | 71.8%+1.9pp | 67.9%+5.9pp |
| Annual return | 45.72% | 16.35%+29.4pp | 12.99%+32.7pp | 16.35%+29.4pp |
| Employer contribution / active EE | $713 | $2,303-69.0% | $2,338-69.5% | $2,303-69.0% |
| Participant deferral / active EE | $1,400 | $3,682-62.0% | $2,931-52.2% | $3,682-62.0% |
| Admin fee / account holder | $83 | $754-89.0% | $4,380-98.1% | $754-89.0% |